Fund Manager News

Roland Houghton - Investment Analyst - November 12, 2019 Some of the most widely anticipated company reports occurred over the past week, with three of the “Big Four” Australian banks reporting their full year results. ANZ, National Australia Bank and Westpac reported results that were soft across most key metrics with cash earnings declining by…

Matt Peek - Investment Analyst — New Zealand Shares and Property & Infrastructure - 21 November, 2019 In an ideal world, we would never sell an investment. We spend a lot of time and energy hand-picking great companies that can deliver attractive returns for investors over the long term. But we live in a dynamic world -…

Chris Waters - Senior Investment Analyst — International Shares - 20 November, 2019 Conventional wisdom is that burgers and cannabis are probably bad for our health. However, with recent breakthroughs in meat-alternatives and medicinal cannabis products – opinion seems to be turning. However, we still think that investing in IPOs in the current market might not be…

David McLeish - Senior Portfolio Manager — Fixed Interest - 20 November, 2019 Last month we explored the not so ‘bubbliciousness’ of bonds – and found no clear evidence that the asset class was a bubble.  Nevertheless, in a world of low interest rates, the question remains: does fixed income still have a role to play in…

Please see the links below for your fund fact sheets for October 2019 Russell Investments Global Fixed Interest Fund Russell Investments Global Shares Fund Russell Investments Hedged Global Shares Russell Investments NZ Fixed Interest Fund Russell Investments NZ Shares Fund

Coming off an upbeat October that saw trade tensions between the US and China ease and a breakthrough in the years-long Brexit saga, November is shaping up as yet another busy month for financial markets. While global markets will again take their lead from the ongoing geopolitical issues, this month is set to be an…

Each of the diversified funds produced a similar negative return during October but for different reasons – NZ equities fell back by over 1.2% to hurt the performance of the funds that have more growth asset exposure, and bond markets sold off to hurt the performance of the more defensive/income orientated portfolios. However, the broad…

1st Nov 2019 - Emily Woodland - Co-Head of Sustainable Investment - Hong Kong, China  One of the more unexpected outcomes of Japan’s “Abenomics” program, designed to stimulate growth and inflation in the nation’s stagnant economy, has been the surge in initiatives around Environmental, Social and Governance (ESG) objectives. This has created a market ripe…

The October report covers: LVMH takeover offer for Tiffany & Co QMS Media takeover offer Full monthly update Read the full report here >

The S&P/NZX50 Gross slid -1.26% during a month that was full dramatic events and news. Sky City and Fletcher Building were faced with a massive fire in the International Convention Centre building project which creates uncertainty around cost and time delays. The index has returned +23.26% for the 12 months to the end of October. The…

Ethical Investing in Focus In October each year we celebrate Ethical Investment Week. Ethical Investment Week is an opportunity for Australians to learn more about investing in line with their ethics. Morphic’s Head of Research James Tayler discussed five important questions you need to ask your ethical fund manager as a simple checklist. As an…

Three companies which define why we should invest in India Article by India Avenue Investment Management Investing in India can be considered mysterious, dangerous, risky and volatile. Investors who prefer clarity and transparency through well managed and governanced companies, generally stick to developed markets like the US, UK, Japan and the ASX 200 for us…